# Goldman Sachs > Markdown twin of https://roboterminal.app/companies/goldman-sachs · https://roboterminal.app/companies/goldman-sachs.md ## On shared sources - [NVIDIA](https://roboterminal.app/companies/nvidia) (16) - [Microsoft](https://roboterminal.app/companies/microsoft) (10) - [Micron](https://roboterminal.app/companies/micron) (8) - [Samsung](https://roboterminal.app/companies/samsung) (8) - [AMD](https://roboterminal.app/companies/amd) (7) - [Google](https://roboterminal.app/companies/google) (7) - [Amazon](https://roboterminal.app/companies/amazon) (6) - [Lumentum](https://roboterminal.app/companies/lumentum) (5) - [SK hynix](https://roboterminal.app/companies/sk-hynix) (5) - [Meta](https://roboterminal.app/companies/meta) (4) - [Anthropic](https://roboterminal.app/companies/anthropic) (3) - [CXMT](https://roboterminal.app/companies/cxmt) (3) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (3) - [Nebius](https://roboterminal.app/companies/nebius) (3) - [SpaceX](https://roboterminal.app/companies/spacex) (3) - [Tesla](https://roboterminal.app/companies/tesla) (3) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (2) - [Coherent](https://roboterminal.app/companies/coherent) (2) - [Dell](https://roboterminal.app/companies/dell) (2) - [HPE](https://roboterminal.app/companies/hpe) (2) - [Intel](https://roboterminal.app/companies/intel) (2) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (2) - [Analog Devices](https://roboterminal.app/companies/analog-devices) (1) - [AWS](https://roboterminal.app/companies/aws) (1) - [Barclays](https://roboterminal.app/companies/barclays) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Broadcom](https://roboterminal.app/companies/broadcom) (1) - [CoreWeave](https://roboterminal.app/companies/coreweave) (1) - [Counterpoint Research](https://roboterminal.app/companies/counterpoint-research) (1) - [Credo](https://roboterminal.app/companies/credo) (1) - [Eaton](https://roboterminal.app/companies/eaton) (1) - [Huawei](https://roboterminal.app/companies/huawei) (1) - [Hyperspawn](https://roboterminal.app/companies/hyperspawn) (1) - [Marvell](https://roboterminal.app/companies/marvell) (1) - [McKinsey](https://roboterminal.app/companies/mckinsey) (1) - [Modal](https://roboterminal.app/companies/modal) (1) - [Nscale](https://roboterminal.app/companies/nscale) (1) - [Open Compute Project](https://roboterminal.app/companies/open-compute-project) (1) - [OpenAI](https://roboterminal.app/companies/openai) (1) - [OpenRouter](https://roboterminal.app/companies/openrouter) (1) - [Penguin Solutions](https://roboterminal.app/companies/penguin-solutions) (1) - [Point Blank](https://roboterminal.app/companies/point-blank) (1) - [Pollen Robotics](https://roboterminal.app/companies/pollen-robotics) (1) - [Renault](https://roboterminal.app/companies/renault) (1) - [SanDisk](https://roboterminal.app/companies/sandisk) (1) - [Seeed Studio](https://roboterminal.app/companies/seeed-studio) (1) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (1) - [STMicroelectronics](https://roboterminal.app/companies/stmicroelectronics) (1) - [Super Micro Computer](https://roboterminal.app/companies/super-micro-computer) (1) - [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1) - [TrendForce](https://roboterminal.app/companies/trendforce) (1) - [TSMC](https://roboterminal.app/companies/tsmc) (1) - [Vertiv](https://roboterminal.app/companies/vertiv) (1) - [Wandercraft](https://roboterminal.app/companies/wandercraft) (1) - [X-Humanoid](https://roboterminal.app/companies/x-humanoid) (1) ## Pulse - [@pequityresearch on X](https://x.com/pequityresearch/status/2113127204657713217) Goldman Sachs: NVL8 28x more compute compared to A100 for 3.7x more power. The result? 87% less power per petaflop $NVDA - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2112682672380141994) What does it take to build a humanoid robot that can walk without falling? Dropbear recorded 128 walking tests with zero falls. But every test ran in simulation, with external pushes turned off. Devel… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2112646237606363524) Humanoid robot market: $5.41B in 2026 → $50.27B by 2035. That’s a projected CAGR of 28.1%. Asia-Pacific held 42.6% of the market in 2025, ahead of North America at 29.3%. Key application areas include… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112637986081051112) $SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% i… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112276102291013695) $SPY rose 0.48% to $766.91 today, with AI and chip stocks leading a bounce after last week's selloff. Here are the top stories you need to know. 1. Chip stocks bounced back as the Philadelphia Semicon… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112168386767769881) Goldman Sachs estimates Microsoft will scale to ~40 GW of capacity by mid 2030. $MSFT https://t.co/KOx7K5tG6p - [@pequityresearch on X](https://x.com/pequityresearch/status/2111928304672391575) Goldman Sachs has raised the global servers TAM by 31%/45% in 2027/28E to ~$1.1 trillion and ~$1.6 trillion, respectively. New AI servers shipment forecasts imply AI chip demand of 18m/29m/38m in 2026… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111852560965661177) Memory stocks just lost about $738 BILLION in market value. According to Goldman Sachs, shares of the major memory makers fell between 11% and 26% after China's CXMT announced its new DRAM cell archit… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111487651580912097) A good read going into the different layers of the AI supply chain. Do check it out! https://t.co/CWnAbgqtDj https://t.co/Ar3ZkRav0g - [@pequityresearch on X](https://x.com/pequityresearch/status/2110044384465207714) All OCP talks are posted on Youtube. That is incredible! Many many videos. https://t.co/RfmlGToiyt https://t.co/EF0J4HYraz - [@pequityresearch on X](https://x.com/pequityresearch/status/2110040616226664578) Goldman Sachs: We see a potential TAM for HBF of ~$40 billion to $150 billion at a GPU adoption rate of 15%-50% by 2030 given the rapid proliferation of read-heavy and memory-intensive AI inference wo… - [@stretchcloud on X](https://x.com/stretchcloud/status/2109428835376861298) Goldman Sachs is now forecasting a 4.9 percent DRAM undersupply for 2026, and the mechanism behind that number matters more than the headline. Samsung, SK Hynix, and Micron aren't short on fab capacit… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109297980348240367) SK hynix paid $8.8 BILLION for Intel's NAND business in 2021 and now it could be worth over 10x that. According to Korean media, Solidigm has reportedly picked Goldman Sachs and Morgan Stanley to lead… - [@tslaming on X](https://x.com/tslaming/status/2109206118039986540) Every Robotaxi and Optimus bot needs memory to turn AI models into real-world action. As Tesla scales production, locking down that memory supply is becoming a critical pillar of its manufacturing str… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109029634096386355) Goldman Sachs: Nvidia B300 AIDC can generate a gross ROIC of 43% per 1GW, compared to 7% for the Huawei 910C. $NVDA - [@pequityresearch on X](https://x.com/pequityresearch/status/2108738946993689022) Goldman Sachs: Samsung Electronics' HBM revenue is projected to increase to $81 billion in 2027 (+321% YoY). Blended HBM average selling prices are estimated to exceed $4/GB, representing a 159% YoY i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107691726773031135) SpaceX has deployed approximately 1.0 million Nvidia GPUs across its Colossus I and Colossus II datacenters, expanding total operational compute to 1.81 GW by late September 2026, according to Goldman… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107308111161921584) Goldman Sachs: AI server power supply chain $VRT $ADI $TXN $ETN $STM - [@pequityresearch on X](https://x.com/pequityresearch/status/2101395845832909055) Goldman Sachs: Server Market Overall Server Market Projections > Market Expansion: The overall global data center server market is expected to grow to $1.5 trillion by 2030, driven by a 5-year CAGR of… - [@joinautopilot on X](https://x.com/joinautopilot/status/2101324306290544659) Breaking: Nscale just filed to IPO under $NSCL Backed by Nvidia, the AI data center company plans to list on the NYSE with Microsoft as a major customer • +1,252% revenue growth to $140.6M in 2026 • $… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099926975238529336) Goldman Sachs: HBM Pricing Following discussions with investors in Toronto, Boston, New York, and San Francisco, Goldman Sachs found that North American investors are generally more optimistic about m… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2099926725417468129) Goldman Sachs: Nvidia 800VDC expert call takeaways 800VDC adoption is progressing slower than expected, with the technology still in its infancy. In 2030, 800VDC architecture is expected to account fo… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099699260094554538) Goldman Sachs: Humanoids > Global humanoid robot sales in 2035 are expected to reach 648 million units, about 4.7x more than the previous forecast of 138 million units. > Market size outlook has also … - [@pequityresearch on X](https://x.com/pequityresearch/status/2099698217818693891) Goldman Sachs: Humanoids > Global humanoid robot sales in 2035 are expected to reach 648 million units, about 4.7x more than the previous forecast of 138 million units. > Market size outlook has also … - [@pequityresearch on X](https://x.com/pequityresearch/status/2099535646247596372) Goldman Sachs says that optical companies they spoke to on their Asia tour are saying AI investment is in the "early stages" and that it will be a 10-20 year cycle with some customers already planning… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099517778776785174) Goldman Sachs: companies we visited see pricing competition remaining healthy, with 800G optical module pricing decline within single digits in 2027, and 1.6T optical module price to sustain at $700+.… - [@xmaquina on X](https://x.com/xmaquina/status/2099407821356085745) Goldman Sachs just revised its humanoid robotics outlook significantly higher. 6.5 million units by 2035. A market approaching $140 billion. Manufacturing and logistics leading early deployment. The i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098834412217528623) Goldman Sachs has forecasted ~$276 billion in revenue for Micron in FY28, up from ~$131 billion in FY26. $MU $DRAM $DISK $EWY https://t.co/5y0fuGITyS - [@pequityresearch on X](https://x.com/pequityresearch/status/2098541417740054545) Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hard… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098540689717862410) Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hard… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098198366651883524) Day 3 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies in this article include: Nvidia $NVDA Credo Technology $CRDO Super Micro Compu… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097842506280927491) Goldman Sachs: expect rack-level AI servers powered by Nvidia at 50k/92k/148k racks in 2026-28E, and AMD at 5k/13k/15k units in 2026-28E. Almost 10x more racks than AMD by Nvidia in 2028 🔥 $NVDA $AMD - [@pequityresearch on X](https://x.com/pequityresearch/status/2097770219519230062) No AI ❌️ used. I listen to all of the conversations carefully and take notes. I will be sharing Day 2 takeaways from the conferences hosted by Goldman Sachs and Citi for all paid subscribers on X and … - [@pequityresearch on X](https://x.com/pequityresearch/status/2097753144314765790) CXMT at their earnings conference did not respond to the news of AI chip companies testing their HBM3E sample. It is also indicated by Goldman Sachs that CXMT's HBM revenue will increase from 2% in 20… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097708697393021101) Robotics forecasts exploded because multiple technologies are all converging at the same time (Save this). Goldman Sachs raised its 2035 humanoid shipment forecast from 1.38 million units to 6.48 mill… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097389756665446774) Goldman Sachs: ASICs to account for 50%/52%/55% of total AI chips in 2026/27/28E. $GOOGL $AMZN $MSFT $META - [@pequityresearch on X](https://x.com/pequityresearch/status/2097158986625667259) A far more reasonable estimate from Goldman Sachs on Chinese AI chip shipments. 5.9 million in 2026, 21.2 million in 2028, and 39.2 million in 2030. Compared to J.P. Morgan with only 5 million by 2028… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097068462632001982) Optics is one of the strongest parts of the AI buildout, because every new GPU cluster needs far more high speed connections than the last one (Save this). The table shows global optical module shipme… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097042216405631260) Goldman Sachs is estimating global server revenue to reach ~$1.1 trillion in 2028, with majority of the revenue coming from NVL72 racks. $NVDA $DELL $HPE $SMCI https://t.co/pGooFvAVd4 - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097022239787102381) Token usage is exploding and the amount of compute needed to keep up is getting ridiculous (Save this). The Evercore ISI chart shows annual token usage rising from almost nothing in 2024 to roughly 4,… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097010004226195633) Goldman Sachs has Samsung Electronics reaching over 1 trillion KRW revenue in 2028E, or ~$785 billion. Revenue CAGR +47% 2025-2028. $MU $DRAM $DISK $SKHY $EWY https://t.co/2MspvvelEI - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096318224594088367) Token usage just went vertical, and the power grid is not ready for it (Save this). This chart shows that agentic token usage on OpenRouter rose from roughly 0.51 trillion tokens on February to about … - [@joinautopilot on X](https://x.com/joinautopilot/status/2095915961404506126) Breaking: Tesla is plunging today after NHTSA opened a formal audit into its new Cybercab robotaxi, which has no steering wheel, pedals, or mirrors Goldman Sachs disclosed a Tesla stake in Q3 2010 and… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095488992410034206) French robotics maker Wandercraft is reportedly working with Goldman Sachs to raise €100M at a €750M pre-money valuation. With backing from Renault—which plans to deploy 350 Calvin humanoids by late 2… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648) Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an … - [@GordonJohnson19 on X](https://x.com/GordonJohnson19/status/2092187012283437167) A robot built by Beijing's X-Humanoid ran 100 meters in 9.39 seconds on Saturday. Bolt's record is 9.58. Elsewhere at those games, robots tripped, came apart, and one caught fire. Everyone is quoting … --- Source: Roboterminal · https://roboterminal.app/companies/goldman-sachs.md